Investment Research & Advisory Group »

Vanguard Mid-Cap Value ETF shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $28k 157 177.37
2022-03-31 $33k 221 149.32

More positions owned by Investment Research & Advisory Group

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Mastercard Inc Class Class A Cl A (MA)
Visa Inc Class Class A Com Cl A (V)
Charles Schwab Corporation (SCHW)
Meta Platforms Inc Class A Cl A (META)
BlackRock
General Electric (GE)
Uber Technologies (UBER)

View all positions for Investment Research & Advisory Group

Top funds holding Vanguard Mid-Cap Value ETF

Assetmark
Betterment
EP Wealth Advisors
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
LPL Financial
Moneta Group Investment Advisors
Ameriprise Financial
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Mid-Cap Value ETF